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Edward Jones invests in financial assessment and solution tools

CPN residents walked in the Strides for Epilepsy event. “Carly’s Crusaders” walked for five-year-old CPN resident, Carly, who suffers from epilepsy.


Submitted by Edward Jones Financial

W. Rey Cinocco, a financial advisor with Edward Jones, and BOA Jessie Belmont are taking advantage of new state-of-the-art financial assessment tools to better serve clients in Douglas County.

The technology is an engine for financial advisors to identify and prioritize clients’ financial goals, analyze information, make and implement recommendations and stay on top of progress.

“These tools better equip me to help clients walk through a process that will help them set realistic long-term financial goals versus just buying stocks, bonds and mutual funds,” Cinocco said. “My clients want to know, ‘Can we afford to retire? What type of income can we expect during retirement without outliving our money?’ This technology helps me better answer those questions.”

Edward Jones provides financial services for individual investors in the United States and, through its affiliates, in Canada and the United Kingdom.

Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work.

The firm’s 12,000-plus financial advisors work directly with more than 8 million clients to understand their personal goals — from college savings to retirement — and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy.

Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.

Edward Jones, which ranked No. 2 on FORTUNE magazine’s “100 Best Companies to Work For 2009,” is headquartered in St. Louis. The Edward Jones interactive website is located at www.edwardjones.com. Member SIPC.

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